Hello,
I am trying to get an accounting period end date into a column header. How can get that to change in my table to - "2026-03-31" as an example.
Thank you!
Jessica
@jessicawhite03 If you will add it before the Table Tool, it will be automatically as a header in the table.
Which tool would I use for the user to be able to dictate that the period end should be "2026-03-31" in this example? When they are running the workflow, it could be before or after the month end. So I was thinking an interface tool with text box for them to type in the period end date.
Yes, you are correct, that would work.There are many ways how to get it done. One way will be using Text Box tool connecting it to Text Input Tool, then you can use a Dynamic Renaming tool to replace the current header with the user input.
If it will always be a date, I would use a date tool:
Hi,
Also, if you have a predetermine list of dates you want them to use, like the ME for each period, you can feed that list to a drop-down so that they can just select the month and then the workflow will know what is the last date of that month. Once you have that selected, you would just need to transpose and cross-tab the data to change the field name:
Hope this helps
@jessicawhite03 one way of doing it dynammically
I think the date can sometimes be before or after the end of the calendar month. So it sounds that there are periods where their fiscal calendar would end on the last Friday of the month (just as an example).
